Artizan Wealth
RIASEC Registered
Total AUM
$152K
Discretionary
$141K
93% of AUM
Avg account
$38K
Accounts
4
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 342327
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Artizan Wealth is a privately owned limited liability company that provides financial planning and discretionary portfolio management focused on individuals and small businesses. Its reported fee arrangements include percentage-of-assets, hourly, subscription and fixed-fee models. The firm does not report active integration of ESG criteria and is not identified as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents7%
Owners & executives
2 of 2
Robert Bell
Chief Financial Officer and Chief Operating OfficerCRD 7143540
Michael Van Putten
Co-Founder, CEO & CCOCRD 6601570
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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